Nick Kidd · The Insurance Podcast · A Commercial Quoting CRM? Nick Kidd from Quotey shares the future- Part I
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
added extra, non-rating questions to the commercial quote application to build client confidence
“If you get asked, say, two questions, one's a legal advice question, one's a commercial advice question, perhaps answer them as separate emails. One, so this is legal advice, this is privileged. And two, here's my answer to your commercial question.”
“Before a quote goes out, the draft gets one extra pass with one narrow job. Read this estimate and find anything that disagrees with the job notes.”
“I build into my prompts… that it has to quote specific resources and cite specific resources”
“Speed, you can build a quote in 15 minutes that would have taken half a day… Knowledge transfer, 20 years of quoting expertise is now embedded in the tool”
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